MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD at Alexander House, James Street West, City Centre in Bath, England

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Today: 09:00 am — 05:00 pm

Reviews about MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD

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  Duncan McKillop has been my Financial Advisor for over 20 years through both good and bad financial times. He has reviewed my financial situation with me over the phone and at least once a year in person. He has patiently explained my standing in clear terms along with my options for the future. I have always felt that any changes and investments he has recommended to my portfolio have been with my best interests as the priority. Long may this continue.
  by Maureen Chatterley

  October 22, 2017
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  Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now. Last night I emailed him with an important query regarding an investment which Money Wise do not handle. I had a full and very helpful response from him first thing this morning. First class service! Thank you.
  by Richard Vine

  March 30, 2017
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  Whenever I visit Moneywise I am received by a relaxed and professional reception team who after inviting me to have a coffee .pass me on to Bob C. for what is always a friendly and highly professional discussion.Never rushed always comfortable and invariably I leave knowing an old and respected friend will do all the donkey work, what more could you ask ???
  by Douglas Mccall

  December 19, 2016

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